AWM
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Abound Wealth Management’s Helmerich & Payne HP Stock Holding History

Abound Wealth Management’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$197 Hold
6
– – ﹤0.01% 1114
2026
Q1 		$217 Hold
6
– – ﹤0.01% 1215
2025
Q4 		$173 Buy
+6
New +$159 ﹤0.01% 1236
2025
Q3 		– Sell
-6
Closed -$91 – 1379
2025
Q2 		$91 Hold
6
– – ﹤0.01% 1268
2025
Q1 		$157 Sell
6
-1
-14% -$29 ﹤0.01% 1077
2024
Q4 		$225 Hold
7
– – ﹤0.01% 1010
2024
Q3 		$213 Sell
7
-2
-22% -$69 ﹤0.01% 1123
2024
Q2 		$326 Hold
9
– – ﹤0.01% 956
2024
Q1 		$379 Hold
9
– – ﹤0.01% 1020
2023
Q4 		$326 Hold
9
– – ﹤0.01% 1122
2023
Q3 		$380 Hold
9
– – ﹤0.01% 906
2023
Q2 		$320 Buy
+9
New +$307 ﹤0.01% 1017

Other funds holding HP

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Abound Wealth Management's HP Position: Q2 2026 in Review

Abound Wealth Management held its Helmerich & Payne (HP) position steady in Q2 2026 at 6 shares worth $197. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Abound Wealth Management first reported a position in HP in Q2 2023 and has held it in 12 quarters since. The position peaked at $380 in Q3 2023. 373 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Abound Wealth Management held 6 shares of Helmerich & Payne worth $197 as of Q2 2026.
  • Abound Wealth Management left its Helmerich & Payne share count unchanged in Q2 2026.
  • Helmerich & Payne made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1114 holding.
  • Abound Wealth Management first reported a position in Helmerich & Payne in Q2 2023 and has held it in 12 quarters since.
  • Abound Wealth Management's Helmerich & Payne position peaked at $380 in Q3 2023.
  • 373 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.